ASPCX Mutual Fund

ASPCX Mutual Fund

NAV$26.44
See how much of ASPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.34%
3 Months
+0.10%
6 Months
+24.93%
YTD
+10.87%
1 Year
+9.52%
3 Years (annualized)
+29.48%
5 Years (annualized)
+10.41%
10 Years (annualized)
+16.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+8.68%
vs Peers
+2.19%

ASPCX Mutual Fund Performance

ASPCX performance across multiple time periods: 1-month 3.34%, YTD 10.87%, 1-year 9.52%, 3-year 29.48%, 5-year 10.41%, 10-year 16.18%.

ASPCX returns outperform the peer average of 8.68% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

ASPCX vs another fund shows side-by-side returns. ASPCX alternatives are available in the Mutual Fund Screener.